GSIAS
IBMQ icon

Garden State Investment Advisory Services’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Garden State Investment Advisory Services’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,683
Closed -$270K – 325
2025
Q1 		$270K Hold
10,683
– – 0.09% 197
2024
Q4 		$269K Sell
10,683
-8,744
-45% -$222K 0.08% 204
2024
Q3 		$498K Hold
19,427
– – 0.16% 116
2024
Q2 		$486K Sell
19,427
-15,567
-44% -$390K 0.17% 116
2024
Q1 		$884K Sell
34,994
-1
-0% -$25 0.32% 65
2023
Q4 		$896K Sell
34,995
-3,529
-9% -$87.7K 0.36% 58
2023
Q3 		$940K Buy
38,524
+4,693
+14% +$117K 0.44% 51
2023
Q2 		$851K Buy
33,831
+14,698
+77% +$372K 0.38% 60
2023
Q1 		$490K Buy
19,133
+61
+0.3% +$1.55K 0.25% 91
2022
Q4 		$479K Buy
+19,072
New +$471K 0.28% 80

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return